Purchases and Sales Made in Q2 2025 in Spdr S&P 500 ETF Trust (SPY)
This table provides information about the institutional ownership of Spdr S&P 500 ETF Trust (SPY) during Q2 2025. The information is specifically focused on institutions that hold shares of SPDR S&P 500 ETF TRUST.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 21, 2025
Q2 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
1.82K+ 89.47% |
$903K - $1.12M
|
3.85K
$2.51M
|
|
|
Jul 25, 2025
Q2 2025
|
Summa Corp.
Tomball, TX |
BUY
|
- |
1.81KNew |
$899K - $1.12M
|
1.81K
$1.18M
|
|
|
Jul 29, 2025
Q2 2025
|
Curbstone Financial Management Corp
|
BUY
|
- |
1.81K+ 46.49% |
$899K - $1.12M
|
5.7K
$3.72M
|
|
|
Aug 04, 2025
Q2 2025
|
Frederick Financial Consultants, LLC
Frederick, MD |
BUY
|
- |
1.81K+ 350.78% |
$899K - $1.12M
|
2.33K
$1.52M
|
|
|
Aug 13, 2025
Q2 2025
|
M.D. Sass Investors Services, Inc.
New York, NY |
BUY
|
- |
1.81K+ 16.48% |
$899K - $1.12M
|
12.8K
$8.34M
|
|
|
Aug 12, 2025
Q2 2025
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
1.8K+ 3.85% |
$896K - $1.11M
|
48.7K
$31.8M
|
|
|
Aug 06, 2025
Q2 2025
|
Metis Global Partners, LLC
|
BUY
|
- |
1.79K+ 63.9% |
$890K - $1.11M
|
4.6K
$3M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
1.79K+ 19.21% |
$887K - $1.1M
|
11.1K
$7.23M
|
|
|
Jul 16, 2025
Q2 2025
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
1.78K+ 8.72% |
$883K - $1.1M
|
22.2K
$14.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Autumn Glory Partners, LLC
|
BUY
|
- |
1.78K+ 16.12% |
$882K - $1.1M
|
12.8K
$8.34M
|
|
|
Aug 21, 2025
Q2 2025
|
Clarion Wealth Managment Partners, LLC
Fairfax, VA |
BUY
|
- |
1.76KNew |
$875K - $1.09M
|
1.76K
$1.15M
|
|
|
Aug 14, 2025
Q2 2025
|
Davidson Kempner Capital Management LP
New York, NY |
BUY
|
- |
1.76KNew |
$875K - $1.09M
|
1.76K
$1.15M
|
|
|
Jul 29, 2025
Q2 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
1.76K+ 12.21% |
$871K - $1.08M
|
16.1K
$10.5M
|
|
|
Jul 11, 2025
Q2 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
1.73K+ 15.74% |
$859K - $1.07M
|
12.7K
$8.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
1.72K+ 174.14% |
$852K - $1.06M
|
2.7K
$1.76M
|
|
|
Aug 14, 2025
Q2 2025
|
Destination Wealth Management
|
BUY
|
- |
1.71K+ 7.88% |
$851K - $1.06M
|
23.5K
$15.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
1.71K+ 6.92% |
$850K - $1.06M
|
26.5K
$17.3M
|
|
|
Jul 30, 2025
Q2 2025
|
Sky Oak Wealth, LLC
|
BUY
|
- |
1.71K+ 64.89% |
$848K - $1.06M
|
4.34K
$2.83M
|
|
|
Aug 05, 2025
Q2 2025
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
1.71K+ 17.95% |
$846K - $1.05M
|
11.2K
$7.31M
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
1.7K+ 851.76% |
$842K - $1.05M
|
1.89K
$1.24M
|
|
|
Aug 01, 2025
Q2 2025
|
Shilanski & Associates, Inc.
|
BUY
|
- |
1.69K+ 2.63% |
$837K - $1.04M
|
65.7K
$42.9M
|
|
|
Aug 11, 2025
Q2 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
1.68K+ 3.52% |
$834K - $1.04M
|
49.4K
$32.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Jacksonville Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
1.68K+ 7.67% |
$833K - $1.04M
|
23.5K
$15.4M
|
|
|
Jul 10, 2025
Q2 2025
|
Burns J W & CO Inc
|
BUY
|
- |
1.67K+ 15.42% |
$831K - $1.03M
|
12.5K
$8.17M
|
|
|
Aug 14, 2025
Q2 2025
|
Centerstone Investors, LLC
New York, NY |
BUY
|
- |
1.67KNew |
$829K - $1.03M
|
1.67K
$1.09M
|
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
1.65K+ 78.98% |
$817K - $1.02M
|
3.73K
$2.43M
|
|
|
Aug 14, 2025
Q2 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1.64K+ 5.38% |
$813K - $1.01M
|
32.1K
$20.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
1.63K+ 2.71% |
$811K - $1.01M
|
62K
$40.4M
|
|
|
Jul 08, 2025
Q2 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
1.61K+ 23.36% |
$800K - $995K
|
8.51K
$5.55M
|
|
|
Aug 04, 2025
Q2 2025
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
1.61K+ 17.7% |
$798K - $993K
|
10.7K
$6.97M
|
|
|
Jul 23, 2025
Q2 2025
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
1.6KNew |
$796K - $990K
|
1.6K
$1.05M
|
|
|
Jul 22, 2025
Q2 2025
|
Regency Capital Management Inc.\De
|
BUY
|
- |
1.6K+ 329.96% |
$793K - $987K
|
2.08K
$1.36M
|
|
|
Aug 14, 2025
Q2 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
1.59K+ 2.97% |
$790K - $983K
|
55.2K
$36M
|
|
|
Jul 23, 2025
Q2 2025
|
Lansing Street Advisors
|
BUY
|
- |
1.59K+ 8.99% |
$789K - $982K
|
19.3K
$12.6M
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
1.59K+ 10.81% |
$787K - $980K
|
16.3K
$10.6M
|
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
1.58K+ 14.53% |
$786K - $978K
|
12.5K
$8.14M
|
|
|
Aug 04, 2025
Q2 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
1.58K+ 50.49% |
$785K - $977K
|
4.72K
$3.08M
|
|
|
Jul 09, 2025
Q2 2025
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
1.57K+ 1.63% |
$780K - $971K
|
98.2K
$64.1M
|
|
|
Jul 29, 2025
Q2 2025
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
1.57K+ 74.76% |
$779K - $970K
|
3.67K
$2.39M
|
|
|
Aug 07, 2025
Q2 2025
|
Cumberland Advisors Inc
|
BUY
|
- |
1.57K+ 1.81% |
$779K - $970K
|
88.3K
$57.6M
|
|
|
Aug 20, 2025
Q2 2025
|
North Dallas Bank & Trust CO
Dallas, TX |
BUY
|
- |
1.56KNew |
$776K - $966K
|
1.56K
$1.02M
|
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
BUY
|
- |
1.55K+ 0.79% |
$770K - $958K
|
198K
$129M
|
|
|
Aug 07, 2025
Q2 2025
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
1.54K+ 24.43% |
$763K - $950K
|
7.83K
$5.11M
|
|
|
Jul 07, 2025
Q2 2025
|
Good Steward Wealth Advisors,Llc
Clarksville, TN |
BUY
|
- |
1.53K+ 143.31% |
$761K - $947K
|
2.6K
$1.7M
|
|
|
Jul 21, 2025
Q2 2025
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
1.53K+ 52.47% |
$759K - $944K
|
4.44K
$2.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
1.52K+ 5.83% |
$757K - $942K
|
27.7K
$18M
|
|
|
Jul 21, 2025
Q2 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
1.52K+ 20.99% |
$753K - $937K
|
8.75K
$5.7M
|
|
|
Jul 23, 2025
Q2 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.51K+ 11.28% |
$752K - $935K
|
14.9K
$9.74M
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO
|
BUY
|
- |
1.51K+ 0.36% |
$751K - $934K
|
425K
$277M
|
|
|
Aug 13, 2025
Q2 2025
|
F
|
BUY
|
- |
1.5K+ 9.99% |
$747K - $929K
|
16.6K
$10.8M
|